Franklin Templeton is rolling out R6 shares for health savings accounts, while Principal has announced its first collaboration with an HSA provider.
The top reason cited for not offering an annuity-type product in defined contribution plans is being uncomfortable or unclear about the fiduciary implications.
INSIDE THE MAGAZINE PLANSPONSOR December 2018 – January 2019
Callan’s 2019 Defined Contribution (DC) Trends Survey finds more plan sponsors have conducted fee benchmarking, there’s a shift in who is paying fees and trends regarding revenue sharing have changed.
The settlement agreement calls for a gross monetary payment of $10.65 million to a settlement fund and other non-monetary actions by Duke University.
Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would directly benefit their shareholders; he said this was necessary to address “major corporate conflict” inherent to the traditional approach to stock fund investing.
The firm will offer open architecture and a comprehensive selection of investments with lower fees and expense ratios to 403(b) plans, as well as full-time representatives to assist 403(b) participants.
Three Mayer Brown ERISA attorneys discuss the current litigation landscape and offer practical strategies for promoting compliance in 2019.
It is in addition to a number of other financial wellness programs that ADP already makes available.
Employees can determine how they want to allocate employer 401(k) matching dollars—be it to their retirement account, to their student loans or to a combination of both.
Both parties agreed to dismiss the litigation under Federal Rule of Civil Procedure 41(a), and each party will bear its own attorneys’ fees and expenses.
It is good practice to educate plan committee members and some say it is best practice to provide fiduciary training.